Mga Batayang Estadistika
Pemilik Institusional | 69 total, 69 long only, 0 short only, 0 long/short - change of -7.89% MRQ |
Alokasi Portofolio Rata-rata | 0.0555 % - change of -24.25% MRQ |
Saham Institusional (Jangka Panjang) | 4,132,879 (ex 13D/G) - change of -0.17MM shares -3.88% MRQ |
Nilai Institusional (Jangka Panjang) | $ 136,470 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
John Hancock Financial Opportunities Fund (US:BTO) memiliki 69 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 4,132,879 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, Raymond James Financial Inc, Royal Bank Of Canada, Janney Montgomery Scott LLC, LPL Financial LLC, Cornerstone Advisors, LLC, Fca Corp /tx, Stifel Financial Corp, and Cornerstone Strategic Value Fund Inc .
Struktur kepemilikan institusional John Hancock Financial Opportunities Fund (NYSE:BTO) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 2, 2025 is 37.11 / share. Previously, on September 3, 2024, the share price was 33.12 / share. This represents an increase of 12.05% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | Cwm, Llc | 693 | 34.82 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31,856 | -1.46 | 1,128 | 2.36 | ||||
2025-08-07 | 13F | Allworth Financial LP | 4,493 | 32.50 | 159 | 45.87 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,000 | 35 | ||||||
2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 72,622 | -36.36 | 2,572 | -33.92 | ||||
2025-08-06 | 13F | Chancellor Financial Group WB LP | 30,677 | 0.51 | 1,087 | 4.32 | ||||
2025-08-12 | 13F | Fca Corp /tx | 93,877 | 1.61 | 3,325 | 5.52 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100.00 | 0 | |||||
2025-05-01 | 13F | Aurora Investment Counsel | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Tidemark, LLC | 125 | -44.44 | 4 | -42.86 | ||||
2025-07-29 | 13F | Private Trust Co Na | 2,000 | 0.00 | 71 | 2.94 | ||||
2025-08-08 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cornerstone Advisors, LLC | 96,558 | -37.66 | 3,420 | -35.26 | ||||
2025-08-22 | NP | Cornerstone Total Return Fund Inc | 23,936 | -41.31 | 848 | -39.11 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 12,857 | 0.00 | 455 | 3.88 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 22,487 | 49.89 | 796 | 55.77 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 87,116 | 1.56 | 3,086 | 5.47 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,017 | -30.85 | 71 | -28.28 | ||||
2025-08-14 | 13F | Comerica Bank | 5,033 | 0.00 | 178 | 4.09 | ||||
2025-05-09 | 13F | Shaker Financial Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 12,889 | 3.20 | 457 | 7.04 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 29,522 | 3.48 | 1,046 | 7.40 | ||||
2025-08-14 | 13F | Colony Group, LLC | 5,980 | -0.85 | 212 | 2.93 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5,733 | 203 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 255,987 | 2.54 | 9,066 | 6.47 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 592,393 | 0.64 | 20,983 | 4.50 | ||||
2025-07-07 | 13F | Investors Research Corp | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 22,951 | 2.46 | 813 | 6.28 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Navigoe, LLC | 200 | 0.00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 600 | 0.00 | 21 | 5.00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,674 | 4.82 | 378 | 8.93 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 14,945 | 0.00 | 1 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 165 | 0.00 | 6 | 0.00 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 1,616 | 149.00 | 57 | 159.09 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Eastern Bank | 250 | 0.00 | 9 | 0.00 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 1,076 | 0.00 | 38 | 5.56 | ||||
2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | Triumph Capital Management | 26,640 | 0.51 | 944 | 4.31 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 1,228,139 | -1.93 | 43,501 | 1.84 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 231 | 0.00 | 8 | 14.29 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 41,345 | 24.89 | 1,464 | 29.67 | ||||
2025-08-04 | 13F | Spire Wealth Management | 277 | -40.17 | 10 | -40.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38,018 | 1.44 | 1 | 0.00 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 500 | 0.00 | 0 | |||||
2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10,784 | 0.00 | 382 | 3.81 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 300 | 0.00 | 11 | 25.00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35,695 | 1.62 | 1,264 | 5.51 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 20,162 | 3.28 | 714 | 7.37 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 558,810 | 5.32 | 19,793 | 9.37 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 10,803 | -4.31 | 383 | -0.78 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 27,288 | 3.94 | 967 | 7.93 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 6,909 | -24.44 | 245 | -21.54 | ||||
2025-08-05 | 13F | Tsfg, Llc | 130 | 2.36 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,068 | 5.93 | 463 | 10.00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,479 | 201 | ||||||
2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 8,829 | 0.00 | 313 | 3.65 | ||||
2025-08-12 | 13F | MAI Capital Management | 1,740 | 0.00 | 62 | 3.39 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 207,114 | -4.36 | 7 | 0.00 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Fifth Third Bancorp | 1,000 | 35 | ||||||
2025-07-23 | 13F | Abel Hall, LLC | 8,000 | 0.00 | 283 | 4.04 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 354 | 71.84 | 13 | 71.43 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 171 | 0.00 | 6 | 0.00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 16,372 | -1.59 | 580 | 2.12 | ||||
2025-08-14 | 13F | Mariner, LLC | 18,984 | 2.72 | 672 | 6.67 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 72,293 | -1.03 | 2,561 | 2.77 | ||||
2025-08-13 | 13F | Invesco Ltd. | 14,076 | -26.59 | 499 | -23.85 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18,002 | -1.90 | 1 | |||||
2025-08-12 | 13F | LPL Financial LLC | 203,311 | -3.32 | 7,201 | 0.39 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 780 | 0.00 | 28 | 3.85 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 200 | 0.00 | 7 | 16.67 | ||||
2025-08-13 | 13F | Advisor Group Holdings, Inc. | 11,012 | -10.83 | 393 | -6.89 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 36,882 | 2.11 | 1,306 | 6.01 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 125 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F | UBS Group AG | 46,678 | 11.07 | 1,653 | 15.35 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 50 | 0.00 | 2 | 0.00 |